Exporting Salesforce Data Overview
Exports allowed
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A flag is used to determine whether or not ClientSpace will export data to Salesforce. This flag is set via the API Configuration form. It cannot be changed programmatically. |
Organization
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Update Opportunity and/or Account based on mappings (Org and Org Other Info). |
Client
Client Master data is combined with other workspace data using the PEO stored procedure peo_salesforce_org_s_workspace_by_org.
Contact
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Update Contact based on mappings (Contact and Contact Other Info). |
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Create new contact based on mappings (Contact and Contact Other Info). |
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Create converts the Org Assigned To to a Salesforce User or Salesforce Account Owner. |
To add Client Master Export fields:
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Add a custom version of this stored procedure to your system that includes the additional fields. |
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update Opportunity and/or Account based on mappings (Client Master) |
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set Opportunity.StageName based on ClientMaster.Status |
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2.
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For questions or help with this, log an Extranet case.
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Related Topics: